The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
296 Views
BEM: Possible Bangkok Curfew Could Hurt 2020E Profit Severely
We estimate 51% negative impact to 2020E earnings for BEM in worst case if they have to halt their mass transit and tollway operations for 75 days....
379 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Telcos, CRC's ESG Et Al, and Malaysian Autos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
325 Views
BEM: Leading Mass Transit Operator Is About to Get Huge
We initiate coverage of BEM with a HOLD rating, based on a target price of Bt11.70 derived from a sum-of-the-parts methodology, which implies...
348 Views
Snippets #28: BTS Opens a School, Central/GPSC Deal Updates
Five news/developments that entered our radar screen this month: BTS opens a school in joint venture with Versio. The article claims it is the...
437 Views